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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,209 | $70,435+45.1% | $96,575+5.8% | $85,856+19.0% |
| Participation rate | 75.4% | 61.8%+13.6pp | 69.8%+5.6pp | 69.3%+6.1pp |
| Annual return | 16.96% | 18.59%-1.6pp | 37.79%-20.8pp | 318.58%-301.6pp |
| Employer contribution / active EE | $1,822 | $1,413+28.9% | $2,357-22.7% | $2,565-29.0% |
| Participant deferral / active EE | $6,997 | $2,894+141.8% | $3,849+81.8% | $3,952+77.1% |
| Admin fee / account holder | $2,634 | $4,997-47.3% | $6,182-57.4% | $6,261-57.9% |